HOW WE WORK
The Lookahead Method
Proven framework, personal approach
Enterprise-level financial guidance reimagined for individuals and small businesses. Our proven framework combines structured methodology with the flexibility to adapt to your unique situation.
Immerse
This work will be personal. To get the best results we need to understand the nuances of your current financial situation—every challenge, concern, idea, and ambition.
You also need to know if we’re the best fit. That’s why our process begins with a meaningful conversation that allows you to learn about our approach and ask the hard questions.
By the end, you’ll know what it’s like to work with us and we’ll have what we need to start developing your financial plan.
Integrate
Consistency is the most difficult element of financial success to master. It’s also the most critical.
Life happens, plans change, and you must be on top of your finances to adapt successfully. This is why we act as a seamless extension of your team, and help you establish a repeatable monthly rhythm.
- Run: You focus on day-to-day operations while we handle financial tracking and analysis.
- Report: We prepare comprehensive financial reports that tell the story behind your numbers.
- Review: We’ll examine your progress, identify trends, and explore the short- and long-term impact together.
- Revise: We adjust your outlook and recommend next steps based on your results and changing conditions.
This process should become a natural part of your monthly financial routine. We’ll always be there to provide guidance, assist in strategic decisions, and even be directly involved in execution as required.
Strategize
You’re more likely to support something that you help build. These are your finances and we want you to understand and believe in our roadmap and recommendations.
This needs to be a collaborative planning process. A handful of 1:1 sessions that result in a customized financial strategy that:
- Accounts for your current financial picture
- Aligns with your values
- Forecasts short and long-term results
- Provides actionable steps toward your goals
This is your baseline. It will help us pull out valuable insights, track your progress, and ensure you stay focused on the right financial goals. By involving you from the start, you’ll know exactly what we’re doing, why we’re doing it, and if it truly fits your expectations.
Support that grows with you
Your needs will evolve. Our selection of services and in-house expertise is designed to support these changes using the same proven process.
